Discover essential strategies to tackle overwhelm and burnout in the bookkeeping and accounting industry. Dive into our blog post for valuable insights on managing stress, achieving work-life balance, and enhancing bookkeeper well-being. Learn how to navigate business pressures, make effective decisions, and embrace self-care in your professional journey. Gain actionable tips on outsourcing, setting boundaries, and personal growth in accounting, ensuring a healthier, more balanced approach to your career.

Unlock the secrets to successful marketing in the bookkeeping and accounting industry with our comprehensive blog. Dive into specialized strategies that go beyond traditional approaches, targeting niche markets effectively. Learn how to align your marketing efforts with the unique journey of your clients, from startup to growth stages. This insightful guide offers practical steps to enhance client attraction, stand out in your field, and establish your firm as a leader in the accounting world.

Owning a business and running a business are two different things. And it’s easy to blend your needs as a person in with the needs of your business as its own entity. But when you learn how to identify what your business goals are versus what your personal goals are, you’re able to make better decisions for the health of your business overall. That’s the difference between being a CEO and losing your identity in your business, which we cover in this blog!

Your morning routine is what sets the tone for the rest of your day. But most people (including me) feel like a routine would be too rigid and take away the flexibility of an unstructured day. I disagree, because in this blog, I’m sharing my morning routine that I’ve created based on how I LIKE living my life. It leaves me plenty of room to get my work done, have a life, and avoid burnout. Read this blog to learn how I was able to create a routine that actually gave me more freedom, and how you can do the same.

When you’ve reached a point in your firm where you don’t want all contact coming through your personal email address, or you’ve expanded your team and it’s time to add a centralized email address, you need a plan of action. Getting your existing clients to start using a different email address to get their questions answered and communicate is a process, but I HIGHLY recommend you take the steps to direct traffic to a professional email that’s different from your direct inbox. In this blog, you’ll learn exactly how to do that without causing too much confusion and headache for you or or clients!

If you want to get paid faster and save time chasing client payments around, you need to set your clients up with recurring ACH payments. I’ve found that automating my monthly client payments with ACH tools has helped me save tons of time every month while improving my client’s experience. I highly recommend setting your clients up on a monthly recurring, automatic payment so you never have to send another invoice reminder again. It’s so easy to do, especially with my favorite payment processor to help me (hint: It’s Plooto)!

You know how important it is to have an organized database of SOPs for your bookkeeping firm, but you might also get caught up in feeling like you have to create them for every specific client and situation. And what could be a simple task turns into a long, overwhelming to-do list. I’m a BIG fan of creating SOPs the simple way — by keeping them more generic and adding details as needed. Creating too many SOPs can also leave you with a confusing list of overlapping information, so it’s also essential that you’re organizing them in a way that’s easy to access.

If you want to work efficiently and spend less time correcting mistakes in your work, you need effective SOPs for as many tasks and processes in your firm as possible. It’s absolutely worth taking the time to create a detailed SOP that can be used again and again by you and your team. I’m sharing my favorite tips for creating the best possible SOPs, storing them, and taking them one step further to maximize your efficiency!

Your firm needs income to survive — it’s kind of essential! When it comes time to have the necessary but uncomfortable conversation around increasing your prices, you might have the urge to put it off. You don’t have to keep ignoring that nagging feeling you have about raising your rates anymore. Melissa Honan created the perfect mini-course designed specifically for firm owners who want to increase their revenue without ruining their client relationships! Read this blog to get all the details and snag the course!

Have a new hire in your firm? Congrats! If you feel like you don’t need to train someone who technically has the skills they need to complete the work, you might be overlooking one super important piece of the puzzle: They might know how to do the work, but they’ve never done it for YOU. So even if you don’t have time to properly train them, here’s a solution that’ll help you get that new team member up to speed and hit the ground running. Hint: It’s probably not as complicated as you think!

Your team members might be a perfect culture fit for your firm, but they’re not set up for success if you don’t give them any guidance! I’m a HUGE fan of creating an internal training program for my team members to go through after the onboarding process. It helps them feel more confident in their role and it helps me set expectations so that I know we’re both on the same page. Learn how to create an internal training program of your own for new and existing team members!

Ready to take that leap and hire someone to support your in your bookkeeping or accounting firm? It’s an amazing experience to be able to create jobs and get support, but the process of finding and hiring team members can be confusing. I’ve learned through my experience running teams for all of my companies how to filter out candidates who aren’t a good fit, and zone in on the ones who ARE. Learn how to avoid common hiring mistakes and how to be more proactive in the hiring process.

Running a team to support your bookkeeping firm is NO JOKE. There’s a lot of unknown factors that go into managing a team, especially if you’ve never done it before. But one of the things that goes overlooked the most? Knowing when a team member isn’t a good fit and needs to be fired, or IS a good fit who’s lacking the proper resources for the job. Sometimes, you need to set aside your ego and realize that you’re the problem and the solution to a team member’s success.

No one likes feeling like they’ve let down a client. And if you’re on the client’s side of the situation, you don’t like feeling like you’re always in the dark. It’s easy to get distracted with everyday tasks and putting out fires in your firm. But one thing you should ALWAYS prioritize is creating a great customer experience for your clients. I’ve found a quick and easy way to ensure my clients always have the information they need, and it only takes a couple seconds to execute! (Plus a bonus section on how to be more organized when YOU’RE the client!)

You’re a bookkeeping or accounting firm owner, so you’re already busy with client work and maybe even managing a small team. The last thing you want to think about is what you should post on Instagram, or what’s trending at the moment. But you also know the importance of social media, and how it can be an incredible place to connect with potential clients and find biz besties (aka other badass bookkeepers). The Social Media Kit for Bookkeepers is the perfect solution for firm owners who want to show up on social, but don’t want to spend a ton of time creating content every month!

When you run a bookkeeping firm (with or without a team), you’re going to make mistakes sooner or later. It’s a frustrating part of being human BUT there are ways you can learn from mistakes and work with your team members to prevent them from happening again. In this blog, we’re sharing our proven method for creating a supportive environment when dealing with mistakes in our team!

If you're a bookkeeper or accountant, it’s SUCH a great value-add to offer 1099 filing to your clients who need it. But there’s a problem: filing 1099s can be a struggle if you don’t have a process down! Since we only do this once a year, it’s easy to forget all the steps in the process and end up frustrated and pushing deadlines down to the wire. In this blog, we’re sharing our secret to a peaceful 1099 season so you actually look forward to filing them!

Bookkeeping and accounting firm owners need coaching too, just like any other business! There are tons of programs and courses out there that can help you overcome your challenges (psst…you’ll find them here at Workflow Queen!). But for some firm owners, 1:1 business coaching is the perfect solution. Leverage the experience of a coach who’s been where you are now to help you reach your goals and find success. 1:1 coaching isn’t for everyone, but in this blog, we’ll share how to pick the right coach for your needs and when to start looking.

The easiest way to streamline your bookkeeping or accounting firm? Establish an organization system in your business as soon as possible. In this blog, we’re sharing exactly how we set up every aspect of our business at not only Magnetic Bookkeeping & Consulting but also at Workflow Queen, and how you can adopt our system for your firm. Consistent organization is key for business owners who want to scale up and find more ease in their business backend. Let us show you how to get there sooner - based on our experience running multiple successful businesses!

Team meetings get a bad reputation for going on too long or running off track. And it’s hard to find the time or energy to add more meetings to the calendar! But there’s one type of team meeting you can host that’s quick, effective, and beneficial for everyone involved. Read this blog if you want to create a better connection with your employees through 1:1 team meetings!